If TurboTax is saying that you need to prepare Form 8959, Additional Medicare Tax, then it may be that something was entered in TurboTax that indicated a need for that form. You should file Form 8959 if your Medicare or RRTA wages exceed $200,000 for single filers or $250,000 for joint filers. You should file Form 8959 if your self-employment earnings plus wages or RRTA income exceed the threshold amount for a particular filing status as shown on Form 8959.Double-check your entries for W-2 wages, particularly the entry for Box 5, Medicare wages. See this tax tips article for more information.

Question

Why am I required to add TurboTax Deluxe for a Form 8959 when I do not meet the threshold for this form to be added/required?

Forum|Forum|1 year ago
February 17, 2025
2 replies
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M

MonikaK1

If TurboTax is saying that you need to prepare Form 8959, Additional Medicare Tax, then it may be that something was entered in TurboTax that indicated a need for that form.

You should file Form 8959 if your Medicare or RRTA wages exceed $200,000 for single filers or $250,000 for joint filers.
You should file Form 8959 if your self-employment earnings plus wages or RRTA income exceed the threshold amount for a particular filing status as shown on Form 8959.

Double-check your entries for W-2 wages, particularly the entry for Box 5, Medicare wages.

See this tax tips article for more information.

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T

TeirsonAuthor

Our joint wages are less than 250k, both Medicare & RRTA boxes are far less than 200k on each of our returns, so this answer does not apply.

It was suggested after an hour long call and some digging on these community boards that I manually insert the W2's. I have done that and it is still attaching the 8959 form and giving me back the wrong Federal due amount (since it is attaching the .9%) Please fix your system so that it does not attach the incorrect forms and force people to pay the fee to 'upgrade' with incorrect tax information.

DawnC

Employee

Did you delete the W-2s you imported/uploaded? Do you have any other earned income reported other than your W-2s? Check your Box 14 entries from your W-2s also. Did you enter any railroad retirement income?

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